The Balancing Act: Financial Strategies for the Mid-Career Professionals
The DPM Group and the Entrepreneurs Exchange hosted a presentation by Cathy Burgess a Vice President and Financial Advisor with Wells Fargo. Cathy presented information about what you can do now to prepare for your retirement. The presentation began with Cathy asking everyone to write down our three greatest hopes and our three greatest worries about retirement. She also asked us to focus on what we actually WANT and not what others want; the only person who cares about your retirement is you. On average, women live longer than men and are more likely to be the care givers – of children and of their parents. This requires a lot of preparation: educate yourself, develop a specific plan, have important conversations with your friends and family and use a check list to track your progress.